Alex W. Barrett

Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Hoge-Barrett Group of Truist Investment Services, Inc.

110 S Stratford Rd

Suite 502,

Winston Salem, NC 27104

Alex.Barrett@Truist.com

About me

Background

Alex guides clients through comprehensive strategies designed to achieve their financial objectives. His approach combines in-depth analytics with experience across equities, fixed income, cash management, options, and alternative investments. These strategies are integrated into each client's broader financial picture, leveraging a deep network of resources and experience in financial planning, insurance, banking, and estate/tax management.

Alex Barrett joined BB&T Scott & Stringfellow-now Truist Investment Services, Inc.-in 2014. He began his career as an investment banking analyst with Watermark Advisors LLC, where he provided merger and acquisition advisory services to corporate clients across diverse industries. Prior to that, Alex worked in equity trading with Wells Fargo Advisors.

Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Business Administration - Finance

UNC-Chapel Hill 2012

Personal Interests

Alex serves as Treasurer of the Winston-Salem Foundation Committee and sits on the board of Centers of Aging and Rehabilitation of Florida, Inc. Additional community work includes Habitat for Humanity of Forsyth County and LVH ALS Foundation. He lives in Winston-Salem with his wife, Holly, and their daughter, Effie. Outside of work, Alex enjoys traveling and discovering new restaurants.

Specialties

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Risk management

Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

Investment management

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Estate planning

Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Philanthropy

Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

Financial education

Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Business management and planning

Top-notch service delivery and support for the private banking needs of business-owners

Investment planning

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Not-for-profit endowment or foundation management

Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

Institutional investment management

Full-service asset management solutions for a diverse group of clients, including corporate, public, insurance, not-for-profit, and health care institutions

Accomplishments

Best-In-State Wealth Management Team*

Forbes 2025 External

*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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